一些亚洲市场国际基金经理担心,中国的经济增长如果开始减速,他们就卖出股价已经飙升的钢铁、建筑、煤矿和炼铝类股,转而买进中国的电视机生产商、珠宝零售商及食品和药品公司的股票。他们的理由是:即使中国的总体经济增长减速,消费者支出预计也会增长。 Some international fund managers in Asian markets are worried that if China’s economic growth starts to slow down, they will sell steel, construction, coal and aluminum stocks, which have seen their share prices soar, instead of buying China’s TV makers, jewelry retailers and Food and drug company stocks. Their rationale is that consumer spending is expected to rise even as China’s overall economic growth slows.